A charitable bequest is a loving way to provide for Casey Trees’ future and to plant trees across the nation’s capital for future generations to enjoy. In addition to allowing you to leave a lasting legacy to an important cause, bequests offer tax advantages.
Consult your attorney or financial planner to learn how to set up a bequest. Here are some options to consider:
- Cash bequest – Designate a specific dollar amount or percentage of assets for Casey Trees
- Property bequest - Donate the proceeds of sold property, including securities or real estate, to Casey Trees
- Estate bequest – Direct whatever is remaining from your estate to Casey Trees once all else has been paid off and satisfied.
- Retirement bequest – Designated Casey Trees as the beneficiary of your retirement plan including IRAs, tax-sheltered annuities, qualified pension, or profit-sharing plan.
- Insurance policies – List Casey Trees as the beneficiary of your life insurance policy.
- Contingent bequest – List Casey Trees as the beneficiary only in the event of the death of all other beneficiaries.
To make a charitable bequest to Casey Trees in your will, make use of the following language:
“I give and bequeath the sum of $___________ (or ____% of my estate) to Casey Trees to be used in support of its general charitable purposes.”
Once you have completed arrangements with your lawyer or financial planner, you may choose to send a copy of the section of your will or trust document that details your charitable plans.